Description

Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ 

“Planning as early as possible makes the whole process easier.” - Kim Moore
 

The finer details in this episode:

• Why planning your retirement earlier is important
• Where to start your retirement planning
• Understanding your needs and what you want to achieve for your retirement plan
• Tips on managing your retirement plan

Episode resources

• Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
• Learn more about the Anders 401(k) process and pricing.
• Email our Director + 401(k) Audit, Kim Moore, with questions.